The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 44,749 | 264,600 | SH | SOLE | 264,600 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 8,563 | 59,538 | SH | SOLE | 59,538 | 0 | 0 | ||
| BALL CORP | COM | 058498106 | 64,478 | 858,900 | SH | SOLE | 858,900 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 34,726 | 120,611 | SH | SOLE | 120,611 | 0 | 0 | ||
| IHS MARKIT LTD | SHS | G47567105 | 8,661 | 244,600 | SH | SOLE | 244,600 | 0 | 0 | ||
| MOLSON COORS BREWING CO | CL B | 60871R209 | 39,644 | 407,400 | SH | SOLE | 407,400 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 4,433 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 31,696 | 715,000 | SH | Call | SOLE | 715,000 | 0 | 0 | |
| PINNACLE FOODS INC DEL | COM | 72348P104 | 38,529 | 720,841 | SH | SOLE | 720,841 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 60,467 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 50,290 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | ||
| TREEHOUSE FOODS INC | COM | 89469A104 | 28,350 | 392,716 | SH | SOLE | 392,716 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 50,131 | 637,881 | SH | SOLE | 637,881 | 0 | 0 | ||